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WEALTHPOINT ADVISORS LLC

INDIANAPOLIS, IN · CRD 151723 · IAPD ↗ · wealthpointadv.com · 317-818-1040

$303.7MRegulatory AUM
4Advisory reps
6Employees
2Clients
51-100Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — WEALTHPOINT ADVISORS LLC (INDIANAPOLIS, IN) left the SEC roster (was $303.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.